Ripple Effect Asset Management LP
Ripple Effect Asset Management LP reported 18 US-listed holdings worth $169.4 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Nextera Energy Partners LP (19.3%), Kodiak Gas Services, Inc. (13.3%) and Williams Companies, Inc. (10.4%). Against the quarter before, it opened 8 positions, added to 8, trimmed 2 and sold out of 3.
The 14 largest of its 18 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +74.2% over the 6 quarters to 30 June 2026, against +27.4% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 8
- Solaris Energy Infrastructure, Inc. SEI$10.5 million
- Devon Energy Corp. DVN$6.0 million
- DPC Holdings PLC DPC$4.9 million
- CSX Corp. CSX$3.2 million
- Union Pacific Corp. UNP$3.1 million
- Cipher Mining Inc. CIFR$2.1 million
- Space Exploration Techn Corp. Class A Com STK SPCX$854,300
- Venture Global Inc. VG$86,703
Added to 8
- Williams Companies, Inc. WMB+75,800 shares · +47%
- Antero Resources Corp. AR+116,538 shares · +45%
- BKV Corp. BKV+116,352 shares · +612%
- Terawulf Inc. WULF+115,600 shares · +54%
- Nextera Energy Partners LP XIFR+229,235 shares · +9%
- Hut 8 Corp. HUT+23,163 shares · +36%
- Talen Energy Corp. TLN+2,741 shares · +12%
- Vistra Corp. VST+2,300 shares · +2%
Trimmed 2
- Kodiak Gas Services, Inc. KGS-157,370 shares · -34%
- Ivanhoe Electric Inc. IE-745,225 shares · -60%
Sold out of 3
- Nextdecade Corp. NEXT$10.3 million last quarter
- Cameco Corp. CCJ$8.5 million last quarter
- CF Industries Holdings, Inc. CF$5.0 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Nextera Energy Partners LP XIFR | 2.8M | $32.7 million | 19.30% | +229.2K |
| Kodiak Gas Services, Inc. KGS | 300.6K | $22.6 million | 13.34% | -157.4K |
| Williams Companies, Inc. WMB | 237.8K | $17.7 million | 10.44% | +75.8K |
| Vistra Corp. VST | 102.3K | $16.2 million | 9.58% | +2.3K |
| Antero Resources Corp. AR | 374.4K | $13.2 million | 7.77% | +116.5K |
| Solaris Energy Infrastructure, Inc. SEI | 130.3K | $10.5 million | 6.19% | new |
| Hut 8 Corp. HUT | 86.7K | $10.0 million | 5.91% | +23.2K |
| Talen Energy Corp. TLN | 25.2K | $9.7 million | 5.73% | +2.7K |
| Terawulf Inc. WULF | 328.0K | $8.1 million | 4.78% | +115.6K |
| Devon Energy Corp. DVN | 146.3K | $6.0 million | 3.57% | new |
| DPC Holdings PLC DPC | 100.0K | $4.9 million | 2.90% | new |
| Ivanhoe Electric Inc. IE | 495.0K | $4.8 million | 2.81% | -745.2K |
| BKV Corp. BKV | 135.4K | $3.7 million | 2.19% | +116.4K |
| CSX Corp. CSX | 66.8K | $3.2 million | 1.87% | new |
| Union Pacific Corp. UNP | 11.5K | $3.1 million | 1.85% | new |
| Cipher Mining Inc. CIFR | 84.8K | $2.1 million | 1.23% | new |
| Space Exploration Techn Corp. Class A Com STK SPCX | 5.0K | $854,300 | 0.50% | new |
| Venture Global Inc. VG | 7.8K | $86,703 | 0.05% | new |
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Change is shares against its 13F for the quarter before; the 3 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| SPDR S&P 500 SPY | Puts | 275.0K | $205.4 million |
| Nextera Energy Partners LP XIFR | Puts | 1.7M | $20.1 million |
| Vistra Corp. VST | Puts | 75.0K | $11.9 million |
| Antero Resources Corp. AR | Puts | 290.0K | $10.2 million |
| Talen Energy Corp. TLN | Puts | 20.0K | $7.7 million |
| iShares Bitcoin Trust ETF IBIT | Puts | 200.0K | $6.7 million |
6 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.